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Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,097 | $239,436-53.2% | $227,282-50.7% | $286,788-60.9% |
| Participation rate | 100.0% | 42.0%+58.0pp | 35.4%+64.6pp | 37.6%+62.4pp |
| Annual return | 4.40% | 10.53%-6.1pp | 10.75%-6.3pp | 9.30%-4.9pp |
| Employer contribution / active EE | $37,071 | $37,410-0.9% | $35,170+5.4% | $43,748-15.3% |
| Participant deferral / active EE | $0 | $82-100.0% | $82-100.0% | $83-100.0% |
| Admin fee / account holder | $525 | $4,800-89.1% | $4,611-88.6% | $12,596-95.8% |